Job Description
Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor (client focused) to join the team on a permanent basis based in the Sydney offices (Paddington).
Key Duties include:
- Look after an existing book of clients and also develop new relationships with clients and provide strategic quality advice offering a client centric approach
- Prepare investment and strategic advice to clients
- Maintain high level compliance standards
- You will be allocated a number of existing established clients to help you get up and running
- New clients will be identified through client referrals
- Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
- Being seen as a trusted adviser and driving the profitability across a portfolio of HNW customers
- Undertake quality consultative conversations with clients to understand their needs
- Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
- Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
- ADFS and/or CFP Qualifed
- Tertiary Qualifications ideally
- Solid technical advising knowledge
- Team Player
- Customer centric focussed
